Public record / Tickers / JCI

JCI — Johnson Controls International plc

Both disclosure regimes on one name: who in Congress filed about JCI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
86
all PTR rows naming JCI
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
01-13
filed 2026-01-13
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $100K–$250K

Purchase · traded 2017-01-26 → filed 2017-02-08. Ranked over every JCI row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

18 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING JCI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning JCI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-13Julia Letlow R–LA-5SaleTraded 2025-10-02 LATE·103d$1K–$15K
2026-01-13Julia Letlow R–LA-5Sale · partial (partial sale)Traded 2025-07-25 LATE·172d$1K–$15K
2026-01-13Julia Letlow R–LA-5PurchaseTraded 2025-03-19 LATE·300d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 08-19 +24d$1K–$15K
2025-09-12Val T. Hoyle D–OR-4Purchase · SP (spouse-owned)Traded 2024-10-29 LATE·318d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 86 ↗

Members active in JCI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing JCI in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julia Letlow R–LA-51−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · JCI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · JOHNSON CONTROLS INTERNATION

Merged timeline of congressional filings and notable-manager moves on JCI
DateWhoChangeSize
2026-05-15Viking Global Investors 13Fnew+4,419,923 sh
2026-05-15D1 Capital Partners 13Fnew+1,224,055 sh
2026-05-15Gotham Asset Management 13Fnew+411,569 sh
2026-05-15Tudor Investment Corp 13Fnew+218,509 sh
2026-05-15Moore Capital Management 13Fnew+47,774 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of JCI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$7.5B1
2BlackRock, Inc.$6.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$5.2B1
4STATE STREET CORP$3.6B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B1
6BANK OF AMERICA CORP /DE/$2.3B1
7Invesco Ltd.$2.2B1
8FRANKLIN RESOURCES INC$2.1B1
9GEODE CAPITAL MANAGEMENT, LLC$1.8B1
10MORGAN STANLEY$1.5B1
11WELLINGTON MANAGEMENT GROUP LLP$1.1B1
12UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.0B1
13RAYMOND JAMES FINANCIAL INC$923M1
14NORTHERN TRUST CORP$844M1
15FMR LLC$797M1
16Amundi$781M1
17FIRST TRUST ADVISORS LP$754M1
18UBS Group AG$686M1
19Legal & General Group Plc$614M1
20VIKING GLOBAL INVESTORS LP$579M1
21Clearbridge Investments, LLC$557M1
22Newport Trust Company, LLC$546M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$503M1
24BARROW HANLEY MEWHINNEY & STRAUSS LLC$503M1
25Capital World Investors$503M1
26JANE STREET GROUP, LLC$497M1
27Bank of New York Mellon Corp$485M1
28DIMENSIONAL FUND ADVISORS LP$451M1
29VANGUARD FIDUCIARY TRUST CO$451M1
30DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$444M1
31AQR CAPITAL MANAGEMENT LLC$385M1
32ROYAL BANK OF CANADA$377M1
33DEUTSCHE BANK AG\$366M1
34Nuveen, LLC$309M1
35NORDEA INVESTMENT MANAGEMENT AB$305M1
36BALYASNY ASSET MANAGEMENT L.P.$303M1
37Pictet Asset Management Holding SA$302M1
38AMERICAN CENTURY COMPANIES INC$284M1
39National Pension Service$275M1
40M&G Plc$262M1
41Qube Research & Technologies Ltd$262M1
42HSBC HOLDINGS PLC$257M1
43Avantyr Capital Partners, LP$247M1
44ENVESTNET ASSET MANAGEMENT INC$244M1
45Swiss National Bank$235M1
46CITADEL ADVISORS LLC$215M1
47Robeco Institutional Asset Management B.V.$209M1
48WELLS FARGO & COMPANY/MN$208M1
49ADAGE CAPITAL PARTNERS GP, L.L.C.$198M1
50Allspring Global Investments Holdings, LLC$198M1
51Point72 Asset Management, L.P.$186M1
52MILLENNIUM MANAGEMENT LLC$182M1
53Mitsubishi UFJ Asset Management Co., Ltd.$182M1
54Vanguard Global Advisers, LLC$177M1
55Eurizon Capital SGR S.p.A.$175M1
56CANADA PENSION PLAN INVESTMENT BOARD$161M1
57D1 Capital Partners L.P.$160M1
58CRAWFORD INVESTMENT COUNSEL INC$160M1
59Allianz Asset Management GmbH$157M1
60JENNISON ASSOCIATES LLC$151M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$141M1
62VANGUARD ASSET MANAGEMENT, Ltd$141M1
63SEI INVESTMENTS CO$140M1
64Aberdeen Group plc$132M1
65VOLORIDGE INVESTMENT MANAGEMENT, LLC$125M1
66STOREBRAND ASSET MANAGEMENT AS$113M1
67Alyeska Investment Group, L.P.$111M1
68Munro Partners$106M1
69Woodline Partners LP$103M1
70DAVENPORT & Co LLC$101M1
71SCHRODER INVESTMENT MANAGEMENT GROUP$100M1
72CITIGROUP INC$95.7M1
73M&T BANK CORP$94.4M1
74Quantinno Capital Management LP$93.2M1
75BANK OF MONTREAL /CAN/$92.9M1
76MARSICO CAPITAL MANAGEMENT LLC$92.6M1
77HighTower Advisors, LLC$92.0M1
78PRINCIPAL FINANCIAL GROUP INC$89.7M1
79LPL Financial LLC$87.4M1
80Man Group plc$77.3M1
81ALLIANCEBERNSTEIN L.P.$76.2M1
82Rockefeller Capital Management L.P.$73.4M1
83STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$72.9M1
84Ghisallo Capital Management LLC$72.0M1
85Jefferies Financial Group Inc.$68.7M1
86PANAGORA ASSET MANAGEMENT INC$66.7M1
87Retirement Systems of Alabama$66.7M1
88RENAISSANCE TECHNOLOGIES LLC$65.9M1
89GRANDFIELD & DODD, LLC$63.1M1
90NOMURA ASSET MANAGEMENT CO LTD$62.7M1
91Polar Capital Holdings Plc$61.4M1
92Electron Capital Partners, LLC$60.7M1
93BNP Paribas Asset Management Holding S.A.$60.1M1
94Korea Investment CORP$59.1M1
95NICHOLAS COMPANY, INC.$57.6M1
96DANSKE BANK A/S$54.2M1
97Gotham Asset Management, LLC$53.9M1
98STIFEL FINANCIAL CORP$50.9M1
99TD ASSET MANAGEMENT INC$48.3M1
100Corient Private Wealth LLC$46.6M1
101FEDERATED HERMES, INC.$46.5M1
102Schonfeld Strategic Advisors LLC$46.2M1
103Rokos Capital Management LLP$45.8M1
104PUBLIC SECTOR PENSION INVESTMENT BOARD$45.7M1
105Swedbank AB$45.0M1
106STATE OF WISCONSIN INVESTMENT BOARD$44.9M1
107Calamos Advisors LLC$42.8M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$42.4M1
109MERCER GLOBAL ADVISORS INC /ADV$42.2M1
110ROYAL LONDON ASSET MANAGEMENT LTD$40.6M1
111DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$40.6M1
112MACKENZIE FINANCIAL CORP$40.3M1
113Vanguard Investments Australia, Ltd.$40.0M1
114Vontobel Holding Ltd.$40.0M1
115Ensign Peak Advisors, Inc$39.9M1
116Chevy Chase Trust Holdings, LLC$39.6M1
117SUSQUEHANNA INTERNATIONAL GROUP, LLP$38.8M1
118BANK OF NOVA SCOTIA$38.3M1
119Zurcher Kantonalbank (Zurich Cantonalbank)$37.9M1
120IEQ CAPITAL, LLC$36.7M1
121CLIFFORD SWAN INVESTMENT COUNSEL LLC$36.7M1
122KLP KAPITALFORVALTNING AS$36.6M1
123Asset Management One Co., Ltd.$36.5M1
124DEPRINCE RACE & ZOLLO INC$36.2M1
125APG Asset Management N.V.$36.1M1
126Mariner, LLC$35.7M1
127CREDIT AGRICOLE S A$35.6M1
128ALKEON CAPITAL MANAGEMENT LLC$35.4M1
129CIBC Bancorp USA Inc.$35.0M1
130Haverford Trust Co$34.4M1
131Daiwa Securities Group Inc.$34.2M1
132Verition Fund Management LLC$33.7M1
133GUGGENHEIM CAPITAL LLC$33.1M1
134FIL Ltd$33.1M1
135KADENSA CAPITAL Ltd$31.6M1
136TEACHER RETIREMENT SYSTEM OF TEXAS$29.6M1
137Cetera Investment Advisers$29.5M1
138O'SHAUGHNESSY ASSET MANAGEMENT, LLC$28.9M1
139Hudson Bay Capital Management LP$28.6M1
140TUDOR INVESTMENT CORP ET AL$28.6M1
141Tidal Investments LLC$27.9M1
142QRG CAPITAL MANAGEMENT, INC.$27.8M1
143PRUDENTIAL FINANCIAL INC$27.6M1
144State of New Jersey Common Pension Fund D$27.4M1
145Lansforsakringar Fondforvaltning AB (publ)$27.4M1
146OPPENHEIMER ASSET MANAGEMENT INC.$26.9M1
147Epoch Investment Partners, Inc.$26.8M1
148Interval Partners, LP$26.3M1
149Creative Planning$26.1M1
1501832 Asset Management L.P.$25.9M1
151Baird Financial Group, Inc.$25.9M1
152Steward Partners Investment Advisory, LLC$25.9M1
153Baker Avenue Asset Management, LP$25.8M1
154Cerity Partners LLC$25.6M1
155Tredje AP-fonden$25.3M1
156SCOPUS ASSET MANAGEMENT, L.P.$24.7M1
157Edgemoor Investment Advisors, Inc.$24.2M1
158SHELTON CAPITAL MANAGEMENT$24.0M1
159TWO SIGMA INVESTMENTS, LP$22.9M1
160Mirae Asset Global Investments Co., Ltd.$22.9M1
161Squarepoint Ops LLC$22.7M1
162Arizona State Retirement System$22.0M1
163Czech National Bank$21.8M1
164XN LP$21.6M1
165STATE OF MICHIGAN RETIREMENT SYSTEM$20.9M1
166Trexquant Investment LP$20.9M1
167CIBC Asset Management Inc$20.6M1
168Resona Asset Management Co.,Ltd.$20.5M1
169OCCUDO QUANTITATIVE STRATEGIES LP$20.1M1
170Walleye Capital LLC$20.1M1
171NewEdge Advisors, LLC$19.7M1
172RPG Investment Advisory, LLC$19.7M1
173Wilmington Savings Fund Society, FSB$19.7M1
174Longaeva Partners L.P.$19.5M1
175TRUIST FINANCIAL CORP$19.4M1
176Andra AP-fonden$19.3M1
177Federation des caisses Desjardins du Quebec$19.1M1
178LBP AM SA$19.1M1
179Varma Mutual Pension Insurance Co$18.9M1
180MetLife Investment Management, LLC$18.7M1
181ASR Vermogensbeheer N.V.$18.7M1
182COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$18.7M1
183FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$18.4M1
184IFM Investors Pty Ltd$18.4M1
185Bryn Mawr Trust Advisors, LLC$18.3M1
186COMMONWEALTH EQUITY SERVICES, LLC$18.3M1
187Alberta Investment Management Corp$18.2M1
188ING GROEP NV$18.2M1
189UNTITLED INVESTMENTS LP$18.1M1
190D. E. Shaw & Co., Inc.$17.9M1
191Callan Family Office, LLC$16.8M1
192Groupe la Francaise$16.4M1
193Concurrent Investment Advisors, LLC$16.3M1
194XPONANCE LLC$15.9M1
195FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$15.3M1
196INTECH INVESTMENT MANAGEMENT LLC$15.2M1
197Assenagon Asset Management S.A.$15.2M1
198MAKENA CAPITAL MANAGEMENT LLC$14.8M1
199ABN AMRO Bank N.V.$14.8M1
200MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$14.3M1
201TD Waterhouse Canada Inc.$14.2M1
202Janus Henderson Group Ltd.$13.8M1
203VOYA INVESTMENT MANAGEMENT LLC$13.6M1
204SHUFRO ROSE & CO LLC$13.5M1
205CWM, LLC$13.3M1
206Vanguard Personalized Indexing Management, LLC$13.1M1
207Utah Retirement Systems$13.0M1
208CIBC WORLD MARKET INC.$12.6M1
209CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$12.6M1
210OSAIC HOLDINGS, INC.$12.2M1
211Mediolanum International Funds Ltd$12.1M1
212Jain Global LLC$12.1M1
213One Madison Group LLC$12.0M1
214Focus Partners Wealth$12.0M1
215NEOS Investment Management LLC$11.9M1
216ProShare Advisors LLC$11.9M1
217SMA Capital LLC$11.8M1
218XTX Topco Ltd$11.6M1
219Sumitomo Mitsui DS Asset Management Company, Ltd$11.4M1
220BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$11.0M1
221Capital International, Inc./CA/$10.9M1
222MML INVESTORS SERVICES, LLC$10.9M1
223Sanctuary Advisors, LLC$10.5M1
224&PARTNERS$10.4M1
225HUB Investment Partners, LLC$10.4M1
226KESTRA PRIVATE WEALTH SERVICES, LLC$10.4M1
227Pathstone Holdings, LLC$10.3M1
228Composition Wealth, LLC$10.3M1
229MEYER HANDELMAN CO$10.3M1
230Van Hulzen Asset Management, LLC$10.2M1
231Tribune Investment Group LP$10.2M1
232FIFTH THIRD BANCORP$10.0M1
233MACQUARIE GROUP LTD$9.9M1
234US BANCORP \DE\$9.8M1
235Vestmark Advisory Solutions, Inc.$9.8M1
236Y-Intercept (Hong Kong) Ltd$9.8M1
237Elo Mutual Pension Insurance Co$9.7M1
238Wealthfront Advisers LLC$9.5M1
239MGO ONE SEVEN LLC$9.5M1
240U.S. Capital Wealth Advisors, LLC$9.5M1
241SaddleRock Capital Management LLC$9.2M1
242Dana Investment Advisors, Inc.$9.2M1
243OREGON PUBLIC EMPLOYEES RETIREMENT FUND$9.2M1
244World Investment Advisors$9.1M1
245Lighthouse Investment Partners, LLC$9.0M1
246Illinois Municipal Retirement Fund$8.9M1
247ABN AMRO INVESTMENT SOLUTIONS$8.9M1
248M. Kulyk & Associates, LLC$8.5M1
249MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.5M1
250Engineers Gate Manager LP$8.3M1
251Merit Financial Group, LLC$8.2M1
252FARMERS & MERCHANTS INVESTMENTS INC$8.1M1
253OPPENHEIMER & CO INC$7.9M1
254Scissortail Wealth Management, LLC$7.9M1
255CAISSE DES DEPOTS ET CONSIGNATIONS$7.6M1
256Avanza Fonder AB$7.6M1
257WINTON GROUP Ltd$7.5M1
258Walleye Trading LLC$7.5M1
259PFA Pension, Forsikringsaktieselskab$7.3M1
260Calamos Wealth Management LLC$7.2M1
261Investment Management Corp of Ontario$7.1M1
262NOMURA HOLDINGS INC$7.0M1
263MIRABELLA FINANCIAL SERVICES LLP$6.8M1
264WORLDQUANT MILLENNIUM ADVISORS LLC$6.7M1
265Empowered Funds, LLC$6.6M1
266Varenne Capital Partners$6.6M1
267NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.6M1
268Dakota Wealth Management$6.6M1
269Kestra Advisory Services, LLC$6.5M1
270USS Investment Management Ltd$6.5M1
271Laird Norton Wetherby Trust Company, LLC$6.5M1
272Glassy Mountain Advisors, Inc.$6.4M1
273MOORE CAPITAL MANAGEMENT, LP$6.3M1
274Generali Asset Management SPA SGR$6.2M1
275Caprock Group, LLC$6.2M1
276Mutual Advisors, LLC$6.1M1
277HARRELL INVESTMENT PARTNERS, LLC$5.9M1
278Comprehensive Financial Consultants Institutional, Inc.$5.9M1
279Goelzer Investment Management, Inc.$5.9M1
280Socorro Asset Management LP$5.8M1
281Mirova US LLC$5.8M1
282Albar Capital Partners LLP$5.7M1
283Envestnet Portfolio Solutions, Inc.$5.7M1
284New Age Alpha Advisors, LLC$5.6M1
285KLEIN PAVLIS & PEASLEY FINANCIAL, INC.$5.5M1
286Concentric Capital Strategies, LP$5.3M1
287Rafferty Asset Management, LLC$5.2M1
288Emissary Wealth LLC$5.2M1
289ELEVATION POINT WEALTH PARTNERS, LLC$5.1M1
290HB Wealth Management, LLC$5.1M1
291HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$5.0M1
292Norinchukin Bank, The$5.0M1
293Vise Technologies, Inc.$5.0M1
294Freestone Capital Holdings, LLC$4.9M1
295MIZUHO SECURITIES USA LLC$4.8M1
296VISTA INVESTMENT PARTNERS LLC$4.8M1
297Legacy CG, LLC$4.7M1
298BOOTHBAY FUND MANAGEMENT, LLC$4.6M1
299NOVEM GROUP$4.5M1
300Central Pacific Bank - Trust Division$4.4M1
301STEPHENS INC /AR/$4.4M1
302Orion Porfolio Solutions, LLC$4.4M1
303Aptus Capital Advisors, LLC$4.4M1
304CALIBER WEALTH MANAGEMENT, LLC / KS$4.3M1
305Summit Trail Advisors, LLC$4.3M1
306Sequoia Financial Advisors, LLC$4.2M1
307Qsemble Capital Management, LP$4.2M1
308KEYBANK NATIONAL ASSOCIATION/OH$4.1M1
309WealthShield Partners, LLC$4.1M1
310FIRST CITIZENS BANK & TRUST CO$4.1M1
311UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.0M1
312Lido Advisors, LLC$3.9M1
313MIRAE ASSET SECURITIES (USA) INC.$3.7M1
314COMMERCE BANK$3.7M1
315Taproot Management LP$3.7M1
316Dai-ichi Life Insurance Company, Ltd$3.7M1
317CHOREO, LLC$3.7M1
318Vident Advisory, LLC$3.7M1
319Wealth Intelligence, LLC$3.6M1
320Equitable Holdings, Inc.$3.6M1
321Atria Investments, Inc$3.6M1
322MEEDER ASSET MANAGEMENT INC$3.5M1
323Kintegral Advisory, LLC$3.5M1
324American Assets Investment Management, LLC$3.4M1
325Pallas Capital Advisors LLC$3.3M1
326Private Advisor Group, LLC$3.3M1
327Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$3.3M1
328MUFG Securities EMEA plc$3.3M1
329Beacon Pointe Advisors, LLC$3.2M1
330PRUDENTIAL PLC$3.2M1
331Savant Capital, LLC$3.2M1
332Independent Advisor Alliance$3.2M1
333Fideuram Asset Management (Ireland) dac$3.2M1
334TOKIO MARINE ASSET MANAGEMENT CO LTD$3.2M1
335RBF Capital, LLC$3.1M1
336VISTA INVESTMENT PARTNERS II, LLC$3.1M1
337Tower Research Capital LLC (TRC)$3.0M1
338Legacy Bridge, LLC$3.0M1
339Lineweaver Wealth Advisors, LLC$3.0M1
340Saudi Central Bank$3.0M1
341MAI Capital Management$2.9M1
342Focus Partners Advisor Solutions, LLC$2.9M1
343Bleakley Financial Group, LLC$2.9M1
344Metis Global Partners, LLC$2.9M1
345Radnor Capital Management, LLC$2.9M1
346KLCM Advisors, Inc.$2.9M1
347Meeder Advisory Services, Inc.$2.8M1
348KCM INVESTMENT ADVISORS LLC$2.8M1
349PRINCIPAL SECURITIES, INC.$2.8M1
350GRIMES & Co WEALTH MANAGEMENT, LLC$2.8M1
351Apollon Wealth Management, LLC$2.8M1
352Mission Creek Capital Partners, Inc.$2.7M1
353Jackson Hole Capital Partners, LLC$2.7M1
354Meiji Yasuda Asset Management Co Ltd.$2.7M1
355Summit Asset Management, LLC$2.7M1
356Insight Inv LLC$2.7M1
357Uncommon Cents Investing LLC$2.7M1
358Phoenix Financial Ltd.$2.6M1
359ANCHOR CAPITAL ADVISORS LLC$2.6M1
360RITHOLTZ WEALTH MANAGEMENT$2.6M1
361PATTON FUND MANAGEMENT, INC.$2.6M1
362TMB Capital Partners, LLC$2.6M1
363OMERS ADMINISTRATION Corp$2.6M1
364Badgley Phelps Wealth Managers, LLC$2.5M1
365Perigon Wealth Management, LLC$2.5M1
366SIERRA SUMMIT ADVISORS LLC$2.5M1
367FIDUCIARY TRUST CO$2.5M1
368D.A. DAVIDSON & CO.$2.4M1
369Oak Thistle LLC$2.4M1
370COLDSTREAM CAPITAL MANAGEMENT INC$2.4M1
371Gallo Partners, LP$2.4M1
372PFG Investments, LLC$2.4M1
373Phoenix Wealth Advisors$2.4M1
374DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$2.4M1
375NATIONAL BANK OF CANADA /FI/$2.4M1
376NewEdge Wealth, LLC$2.3M1
377BLAIR WILLIAM & CO/IL$2.3M1
378Genus Capital Management Inc.$2.3M1
379Stratos Wealth Partners, LTD.$2.3M1
380Smith Salley Wealth Management$2.3M1
381Winthrop Partners - WNY, LLC$2.3M1
382MUFG SECURITIES AMERICAS INC.$2.2M1
383AZZAD ASSET MANAGEMENT INC /ADV$2.2M1
384ASSETMARK, INC$2.2M1
385CORNERSTONE ENTERPRISES, LLC$2.1M1
386SIR Capital Management, L.P.$2.1M1
387Turas Capital Management LP$2.1M1
388Graham Capital Management, L.P.$2.1M1
389QUADRANT CAPITAL GROUP LLC$2.1M1
390Harrington Investments, INC$2.1M1
391B. Riley Wealth Advisors, Inc.$2.1M1
392Sustainable Insight Capital Management, LLC$2.0M1
393Peregrine Asset Advisers, Inc.$2.0M1
394Palisade Asset Management, LLC$2.0M1
395Polymer Capital Management (US) LLC$1.9M1
396BROWN ADVISORY INC$1.9M1
397LOWE BROCKENBROUGH & CO INC$1.9M1
398Whitaker-Myers Wealth Managers, LTD.$1.9M1
399Invera Wealth Advisors, LLC$1.9M1
400Chicago Partners Investment Group LLC$1.9M1
401EP Wealth Advisors, LLC$1.8M1
402Cornerstone National Bank & Trust Co$1.8M1
403Waverly Advisors, LLC$1.8M1
404FOX RUN MANAGEMENT, L.L.C.$1.8M1
405LEVIN CAPITAL STRATEGIES, L.P.$1.8M1
406Siemens Fonds Invest GmbH$1.8M1
407Moors & Cabot, Inc.$1.8M1
408AE Wealth Management LLC$1.8M1
409Edgestream Partners, L.P.$1.7M1
410MCDONALD PARTNERS LLC$1.7M1
411J.W. COLE ADVISORS, INC.$1.7M1
412Cresset Asset Management, LLC$1.7M1
413FULTON BANK, N.A.$1.7M1
414LEVEL FOUR ADVISORY SERVICES, LLC$1.7M1
415Ballentine Partners, LLC$1.7M1
416EXCHANGE TRADED CONCEPTS, LLC$1.7M1
417Bridgefront Capital, LLC$1.6M1
418AlphaCore Capital LLC$1.6M1
419Diversified Trust Co$1.6M1
420Fiduciary Group, LLC$1.6M1
421Bank Julius Baer & Co. Ltd, Zurich$1.6M1
422Convergence Investment Partners, LLC$1.6M1
423CULBERTSON A N & CO INC$1.6M1
424Northwest & Ethical Investments L.P.$1.6M1
425Berkeley Capital Partners, LLC$1.6M1
426Quadcap Wealth Management, LLC$1.6M1
427Farringdon Capital, Ltd.$1.6M1
428BEESE FULMER INVESTMENT MANAGEMENT, INC.$1.6M1
429Richard Bernstein Advisors LLC$1.5M1
430NFSG Corp$1.5M1
4311ST SOURCE BANK$1.5M1
432BURNEY CO/$1.5M1
433Retirement Planning Group, LLC$1.5M1
434MATHER GROUP, LLC.$1.5M1
435EVERGREEN CAPITAL MANAGEMENT LLC$1.4M1
436Goldstein Advisors, LLC$1.4M1
437Qtron Investments LLC$1.4M1
438Allworth Financial LP$1.4M1
439Ashton Thomas Private Wealth, LLC$1.4M1
440PARTNERS CAPITAL INVESTMENT GROUP, LLP$1.4M1
441Stonebrook Private Inc.$1.4M1
442Arax Advisory Partners$1.4M1
443AIGEN INVESTMENT MANAGEMENT, LP$1.4M1
444Sivia Capital Partners, LLC$1.4M1
445Wedmont Private Capital$1.4M1
446CWC Advisors, LLC.$1.4M1
447Compound Planning, Inc.$1.3M1
448TKG Advisors, LLC$1.3M1
449Foresight Group Ltd Liability Partnership$1.3M1
450BLUE JEAN FINANCIAL LLC$1.3M1
451SECURED RETIREMENT ADVISORS, LLC$1.3M1
452Matisse Capital$1.3M1
453Snowden Capital Advisors LLC$1.3M1
454Krilogy Financial LLC$1.3M1
455FIRST INTERSTATE BANK$1.2M1
456BENJAMIN EDWARDS INC$1.2M1
457CMH Wealth Management LLC$1.2M1
458DNCA FINANCE$1.2M1
459Vinva Investment Management Ltd$1.2M1
460Parallax Volatility Advisers, L.P.$1.2M1
461Smartleaf Asset Management LLC$1.2M1
462Prospera Financial Services Inc$1.2M1
463Catherine Avery Investment Management LLC$1.2M1
464Frank, Rimerman Advisors LLC$1.2M1
465Widmann Financial Services, Inc.$1.2M1
466Summit Financial, LLC$1.2M1
467NWAM LLC$1.2M1
468Americana Partners, LLC$1.1M1
469SAXON INTERESTS, INC.$1.1M1
470Hennion & Walsh Asset Management, Inc.$1.1M1
471JOHNSON INVESTMENT COUNSEL INC$1.1M1
472SeaCrest Wealth Management, LLC$1.1M1
473DIVERSIFIED MANAGEMENT INC$1.1M1
474EVOKE WEALTH, LLC$1.1M1
475Johnson Financial Group, Inc.$1.1M1
476Aaron Wealth Advisors LLC$1.1M1
477PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$1.0M1
478TrueWealth Advisors, LLC$1.0M1
479Csenge Advisory Group$1.0M1
480Blue Trust, Inc.$1.0M1
481EVOLVE PRIVATE WEALTH, LLC$1.0M1
482Bull Harbor Capital LLC$1.0M1
483Everhart Financial Group, Inc.$990K1
484MITCHELL & PAHL PRIVATE WEALTH, LLC$980K1
485Keyes, Stange & Wooten Wealth Management, LLC$978K1
486Invst, LLC$971K1
487Greenland Capital Management LP$969K1
488HARRIS ASSOCIATES L P$962K1
489Aprio Wealth Management, LLC$961K1
490PICTON MAHONEY ASSET MANAGEMENT$960K1
491Parkside Financial Bank & Trust$954K1
492Seros Financial, LLC$930K1
493OneDigital Investment Advisors LLC$924K1
494Avestar Capital, LLC$920K1
495Pine Valley Investments Ltd Liability Co$910K1
496Cooper Financial Group$910K1
497Athena Wealth Management, LLC$892K1
498Richmond Investment Services, LLC$891K1
499JOURNEY STRATEGIC WEALTH LLC$882K1
500ZACKS INVESTMENT MANAGEMENT$864K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on JCI

RETAINED WINDOW · ACTIVE HITS

Zero hits on JCI in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for JCI · financials and macro

Financials — as filed PLANNED

JCI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: JCI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing